We are Trusted Advisors. Entrepreneurs, families, and investors engage our firm to successfully transition ownership of their companies. We also assist them in raising capital. We work closely with estate planning attorneys, wealth advisors, tax professionals and other members of a business owner’s advisory team to ensure the transaction accomplishes the family’s personal and professional objectives. We succeed because of a powerful combination of experience, expertise, and customized approach.

We manage and execute confidential, targeted sale processes drawing upon our extensive network and knowledge of strategic acquirers, private equity groups, and family offices. Our role involves helping clients prepare for the sale, educating them on decisions to be made, and navigating any uncertainties that may arise. This includes preparing company marketing materials, identifying potential buyers, soliciting proposals, managing due diligence and deal documentation, coordinating advisory teams, negotiating terms and conditions of the final purchase agreement, and ultimately closing the transaction.

If you choose to work with us, you will have our full attention and commitment. We will have your back throughout the entire process and we will treat your business as if it is our own.